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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
32 minutes | 7 days ago
121 Intersecting life and money: Advanced care planning
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty. Kim Fischer joins the podcast to discuss the importance of having a plan in place should a client not be able to make decisions about their health or care for themselves. She covers why the most powerful part of this planning happens at an emotional level when a client and their advocate come together with clarity about what is important to them. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
37 minutes | a month ago
120 Advisor sponsored events in a post-pandemic world
Before last year's COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately, the pandemic made many of these events virtually impossible to hold as this new normal really shifted things. Samantha Russell joins the podcast to discuss what it might look like to return to in-person events in a post-COVID era. Plus, she discusses the notable advantages that moving some of these events permanently into a virtual format may have on your practice. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
31 minutes | 2 months ago
119 Can I invest my IRA in this?
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these alternative investments have become more mainstream than ever before. Tom Kurinsky of Millenium Trust joins us to discuss the ins and outs of holding these alternative assets in IRAs and how you can advise your clients on integrating these investments into their portfolios. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
34 minutes | 2 months ago
118 Winning more of your boardroom presentations
You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door. Randy Fuss joins the podcast to help you take full advantage of your opportunities in front of a board, including ways in which you can understand the motivations and dynamics of the room by doing some homework beforehand. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
32 minutes | 3 months ago
117 Emergency savings: Planning for the unplannable
The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies. Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
38 minutes | 4 months ago
116 Adapting to the changing landscape of income
Retirement is, for many, the culmination of their life's work. As their financial advisor, you've been helping your clients strategize and plan for that milestone. But what happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income. Derek Sasveld and Scott Kimball return to the podcast to talk about the actionable strategies you can take to combat this shift in the income landscape, creating a better outcome in retirement for your clients. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
45 minutes | 4 months ago
115 A year like no other: The best learnings from 2020
2020 was a year with very few normal moments. Despite the uncertainty that the pandemic provided, we continue the tradition of providing you a recap of the best learnings from the year. And there were many! Ben and Emily are joined by Nate Stading for a discussion on the key takeaways from the podcast in 2020, including how the pandemic has shifted the way financial advisors should analyze plans, portfolios and their practice heading into 2021 and beyond. Thank you to all of our guests that joined the podcast for the first time or returned to the podcast this year. Your insights are helping advisors around the world drive better outcomes for their clients. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
28 minutes | 5 months ago
114 Framing an ESG conversation with your clients
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing? Kristi Mitchem, BMO Global Asset Management’s CEO, joins the podcast to discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals. Plus, she shares new proprietary research that can help you and your clients discover the role that ESG can play in their long-term strategies. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
35 minutes | 6 months ago
113 Unlocking your vision for success
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity. Bill Whitehead joins the podcast to discuss how to ensure you don’t lose sight of your vision of success. Topics include strategic planning and the benefits of having a coach by your side to help you execute on your plans for the years ahead. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
33 minutes | 6 months ago
112 Real financial advice: Being a guide in a changing landscape
Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever, clients are looking to you to provide them with “real” financial advice in order to navigate these turbulent waters. Carl Richards returns to the podcast to talk about the rapid acceleration and shift to “real” financial advice and the emergence of a secret society of financial advisors. Also, if you ever wondered what clients want from financial advisors, Carl shares their perspectives. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
27 minutes | 7 months ago
111 Help needed: Hiring an executive assistant
Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business. Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations
45 minutes | 8 months ago
110 Five steps to effective communication
Whether speaking at an event, in a group, or a one-on-one with a client, communicating effectively is a critical part of your role as a financial advisor. This has become even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm. Joel Weldon, creator of the Ultimate Speaking System, joins the podcast to share his insights from doing over 3,000 speeches, along with some of the tools that he uses to help make concise, clear presentations that connect with an audience of any size. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
34 minutes | 8 months ago
109 Navigating family dynamics: Multigenerational wealth
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair. Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations
30 minutes | 9 months ago
108 Mental accounting: Engaging clients with bucket planning
A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting. Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
35 minutes | 10 months ago
107 Creativity, economics and life with Russ Roberts
For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions? Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.
37 minutes | 10 months ago
106 Fostering a diverse and inclusive culture
Diversity and inclusion in the workplace is an important component to the success of your firm. In this episode, we’ll discuss ways to openly approach diversity and inclusion in the workplace with a desire to improve and understand. Fellicia Foster is the U.S. Head of Diversity & Inclusion for BMO. Fellicia discusses how a diverse, inclusive culture can lead to tangible benefits for your practice, including higher performance from your team and a better understanding of your customers. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/fostering-a-diverse-and-inclusive-culture/?utm_source=Vanity%20URL&utm_medium=podcast%20platform
30 minutes | a year ago
105 Turning tough conversations into better conversations
Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conversations. David Wood joins the podcast to discuss his four-step process for mastering tough conversations. Plus, David and Ben walk through an example of a tough conversation that you may come across as a financial advisor. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/turning-tough-conversations-into-better-conversations/?utm_source=Vanity%20URL&utm_medium=podcast%20platform.
45 minutes | a year ago
104 Retirement income planning in the “new normal”
Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment? In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/retirement-income-planning-in-the-new-normal/?utm_source=Vanity%20URL&utm_medium=podcast%20platform.
34 minutes | a year ago
103 Family conversations that should not be avoided (Sept 2016)
(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’s Life Transition Expert. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/family-conversations-that-should-not-be-avoided/.
67 minutes | a year ago
102 Coaching clients through uncertainty
As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy. In an effort to support your client conversations during these times, we recorded a special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/coaching-clients-through-uncertainty/?utm_source=Vanity%20URL&utm_medium=podcast%20platform
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